+226.2%
GDX vs QLD
+9,036.4%
-8,810.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +18.6% | -0.1% | +18.8% | +18.7% |
| 3M | +14.9% | -8.4% | +23.2% | +17.0% |
| 6M | -6.3% | +32.2% | -38.5% | -11.9% |
| YTD | +15.7% | +28.9% | -13.2% | +9.4% |
| 1Y | +54.8% | +43.8% | +11.0% | +42.8% |
| 3Y | +253.4% | +176.6% | +76.8% | +173.8% |
| 5Y | +219.7% | +121.6% | +98.1% | +146.4% |
| 10Y | +300.2% | +1,652.9% | -1,352.7% | +66.3% |
| All | +226.2% | +9,036.4% | -8,810.3% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded QLD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling